Tax Senior (CPA or EA preferred) - San Jose, CA or Remote Position

Posted 6 Days Ago
Be an Early Applicant
2 Locations
Remote
87K-123K Annually
Mid level
Professional Services • Financial Services
The Role
The Tax Senior at Wheeler Accountants LLP is responsible for preparing and reviewing individual, corporate, partnership, and trust income tax returns. The role involves managing multiple engagements, providing technical reviews of staff work, engaging directly with clients, and utilizing strong tax research skills. The firm values proactive career growth and offers a dynamic work environment.
Summary Generated by Built In

Tax Senior Position Available at Wheeler Accountants LLP

Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Senior to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth.

 About Wheeler:
We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees.

The Ideal Candidate will possess:
A passion for public accounting
A focus on career growth and a firm to grow with.
A proven track record of hard work and success – whether in work or other activities
3-5 years’ experience preparing individual, corporate, partnership and trust income tax returns.
An ability to manage current engagements and provide detailed technical review of staff work papers.
Experience juggling multiple complex engagements and providing timely deliverables.
Excellent communication skills, both written and oral
Strong tax research skills
Knowledge of QuickBooks. Experience with other accounting software a plus.
Qualities indicative of being a client’s “trusted advisor”. A combination of knowledge and practical experience with a wide array of financial matters that affect our clients and the ability to advise them on these issues.

Position Requirements:
Desire for a career in public accounting
CPA License, EA or passing grades on all four parts of the CPA Exam
Undergraduate degree in Accounting or equivalent, Masters in Taxation is a plus
Ideally 3-5 years’ experience or equivalent in tax preparation & review in a public accounting firm.
Excellent proficiency with Microsoft Office applications
Direct client contact with a mind on keeping clients satisfied throughout the engagement.

Benefits:
Competitive Bay Area salary, Salary range: $90,000.00 to $120,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location.

Medical and Flex spending benefits
401(k) with employer match
PTO
Flexible work schedule
This position is available as a remote position

Locations:

San Jose, California or Remote within the United States

Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid Remote or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Ready to make a change? Submit your resume today! 

Top Skills

Cpa
Ea
The Company
HQ: San Jose, California
57 Employees
On-site Workplace
Year Founded: 1950

What We Do

The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting"​. WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice. WCPA has the professionalism, technical knowledge, resources, and commitment to excellence necessary to help you navigate the financial landscape. WCPA is the largest tax preparation firm in the Silicon Valley and has been named one of Accounting Today's (as LMGW) "Best Accounting Firms to Work"​ six times

Similar Jobs

Instacart Logo Instacart

Senior Tax Technology Analyst

eCommerce • Food • Software
Remote
4 Locations
3000 Employees
99K-110K Annually

SharkNinja Logo SharkNinja

Analyste de Crédit et Recouvrement / Credit and Collections Analyst

Beauty • Robotics • Design • Appliances • Manufacturing
Easy Apply
Remote
Montréal, QC, CAN
3600 Employees

Samsara Logo Samsara

Finance & Strategy Manager - G&A

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote
Canada
2800 Employees
86K-111K Annually

Instacart Logo Instacart

Senior Analyst, Tax Technology

eCommerce • Food • Software
Remote
4 Locations
3000 Employees
99K-110K Annually

Similar Companies Hiring

Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Jobba Trade Technologies, Inc. Thumbnail
Software • Professional Services • Productivity • Information Technology • Cloud
Chicago, IL
45 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account